TOLL vs JEPI

ATOLL

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · JEPI $14,448

Lowest cost0.03%VUG · $3 on $10k

Most income7.93%JEPI · $793 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common10.8%TOLL and JEPI

TOLL

JEPI

Tema Durable Quality ETF · $34MJPMorgan Equity Premium Income ETF · $45.2B

+18.3%3 years · per year$16,561 · $13,679+11.0%

[…]5 years · per year[…] · $14,448+7.6%

0.55%Expense ratio$55 · $35 on $10k · lower wins0.35%

0.28%12-mo yield$28 · $793 on $10k7.93%

−11.3%Worst dropSmaller wins−6.7%

18.6%VolatilityLower wins9.0%

1–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTOLL · JEPI

2.0%MA2.0%

4.2%V1.9%

2.8%AVGO1.6%

3.6%LRCX1.2%

Held in common10.8%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	ATOLL	Tema Durable Quality ETFRead Desk	0.55%	0.28%	+3.7%	+14.3%	+17.0%	+18.3%	new	−11.3%	$34M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	ATOLL	Tema Durable Quality ETFRead Desk	0.55%	0.28%	+3.7%	+14.3%	+17.0%	+18.3%	new	−11.3%	$34M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TOLL vs JEPI

TOLL

Tema Durable Quality

[…]

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureTOLLJEPI

Fee0.55%0.35%

Cost on $10k a year$55$35

Yield0.28%7.93%

5 years, per year[…]+7.6%

3 years, per year+18.3%+11.0%

Worst drop · 1Y−11.3%−6.7%

Volatility · 1Y18.6%9.0%

4–1measures won
JEPI first

10.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: TOLL, JEPI, VUG

Today

27.3%most shared, JEPI and VUG

TOLLJEPIVUG

TOLL—10.8%11.9%

JEPI10.8%—27.3%

VUG11.9%27.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

VUG$41 − $3 = $38

TOLL$28 − $55 = −$27

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee